EH
CGCB icon

Equitable Holdings’s Capital Group Core Bond ETF CGCB Stock Holding History

Equitable Holdings’s Portfolio CGCB Stock Details CGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.92M Buy
226,171
+63,888
+39% +$1.68M 0.04% 404
2026
Q1 		$4.3M Buy
162,283
+18,955
+13% +$503K 0.03% 483
2025
Q4 		$3.8M Buy
143,328
+9,149
+7% +$244K 0.03% 447
2025
Q3 		$3.57M Buy
134,179
+5,324
+4% +$140K 0.03% 439
2025
Q2 		$3.39M Buy
128,855
+38,038
+42% +$991K 0.03% 425
2025
Q1 		$2.39M Buy
90,817
+42,164
+87% +$1.1M 0.02% 468
2024
Q4 		$1.25M Buy
48,653
+25,764
+113% +$676K 0.01% 612
2024
Q3 		$617K Buy
+22,889
New +$609K 0.01% 812

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Equitable Holdings's CGCB Position: Q2 2026 in Review

Equitable Holdings increased its Capital Group Core Bond ETF (CGCB) stake by 39% in Q2 2026, buying an estimated $1.68M and bringing the position to 226,171 shares worth $5.92M. The position accounts for 0.04% of the portfolio, ranked #404.

Equitable Holdings first reported a position in CGCB in Q3 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Equitable Holdings held 226,171 shares of Capital Group Core Bond ETF worth $5.92M as of Q2 2026.
  • Equitable Holdings bought 63,888 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.68M.
  • Capital Group Core Bond ETF made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #404 holding.
  • Equitable Holdings first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.